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Wealthsimple Inc. · 13F 持仓分析
期权收益计算器 机构排行

Wealthsimple Inc.

No.10293 数据截至 2022Q4
最新持仓市值 (Q4 2022)
$28.59亿
环比变动 Q3 2022
+$1.74亿+6.5%
持仓股票数
35
新买入
1
加仓
13
减仓
18
清仓
4
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q4 2022 市值Q4 2022 股数上季度市值上季度股数股数变动操作
G通用动力VTI
34.59%34.83%$9.89亿524.3万股$9.35亿521.0万股+3.2万股+0.62%加仓
IiShares安硕EEMV
23.99%23.76%$6.86亿1,237.3万股$6.38亿1,258.4万股-21.2万股-1.68%减仓
G高盛ETF信托GSWO
18.48%19.04%$5.28亿1,417.7万股$5.11亿1,467.7万股-50.0万股-3.41%减仓
IiShares安硕信托IEFA
14.01%13.87%$4.01亿680.7万股$3.72亿707.1万股-26.4万股-3.73%减仓
WWORLD GOLD TRGLD
7.19%7.2%$2.05亿572.7万股$1.93亿586.0万股-13.3万股-2.27%减仓
IiShares安硕信托IEI
0.66%0.22%$1,893.7万20.0万股$590.1万6.7万股+13.4万股+200.72%加仓
IiShares安硕信托ITOT
0.42%0.41%$1,195.2万14.3万股$1,104.0万13.9万股+3,865股+2.78%加仓
IiShares安硕信托USMV
0.08%0.08%$241.4万3.4万股$227.2万3.4万股+11股+0.03%加仓
SSPDR道富系列信托SPTL
0.07%0.07%$205.4万6.2万股$185.3万6.3万股-393股-0.63%减仓
PPIMCO太平洋投资管理ETFLTPZ
0.06%0.06%$170.5万2.6万股$151.0万2.7万股-759股-2.82%减仓
IiShares安硕EWC
0.05%0.05%$136.4万4.1万股$126.6万4.1万股-643股-1.56%减仓
TORONTO DOMINION BK ONT COM NEWTD
0.04%0.03%$127.9万1.5万股$89.7万1.5万股+445股+3.02%加仓
ROYAL BK CDA COMRY
0.04%0.03%$111.3万8,931股$80.4万8,932股-1股-0.01%减仓
V先锋领航全球基金VSGX
0.03%0.03%$86.5万1.8万股$78.1万1.8万股-343股-1.91%减仓
V先锋领航全球基金ESGV
0.03%0.03%$72.2万1.1万股$68.4万1.1万股-2股-0.02%减仓
IISHARES LOW CARBON OPTIMIZED MSCI ACWI ETFCRBN
0.02%0.02%$65.3万4,771股$60.4万4,768股+3股+0.06%加仓
可口可乐KO
0.02%0.02%$65.2万1.0万股$58.0万1.0万股00.00%持仓不变
V先锋领航斯科茨代尔基金BSV
0.02%0.02%$64.8万8,497股$62.8万8,452股+45股+0.53%加仓
V先锋领航指数基金VOO
0.02%0.02%$62.2万1,793股$56.7万1,727股+66股+3.82%加仓
IiShares安硕IEMG
0.02%0.02%$61.3万1.3万股$51.6万1.2万股+509股+4.24%加仓
V先锋领航·TOTALBND
0.02%0.02%$51.0万6,774股$47.4万6,646股+128股+1.93%加仓
BBANK OF AMERBAC
0.02%0.02%$47.2万1.5万股$45.8万1.5万股-2股-0.01%减仓
苹果AAPL
0.02%0.02%$45.0万3,292股$45.8万3,316股-24股-0.72%减仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.01%0.01%$41.2万9,316股$37.6万8,946股+370股+4.14%加仓
IINVESCO MSCI SUSTAINABLEFUTURE ETFPBUS
0.01%0.01%$37.0万6,896股$33.5万6,875股+21股+0.31%加仓
EETF系列解决方案VIDI
0.01%0.01%$35.4万1.6万股$31.2万1.6万股-293股-1.81%减仓
V先锋领航·FSTEVWO
0.01%0.01%$33.3万7,994股$28.4万7,795股+199股+2.55%加仓
V先锋领航·FTSEVEA
0.01%0.04%$31.6万7,733股$102.8万2.8万股-2.1万股-72.64%减仓
ShopifySHOP
0.01%0.01%$28.3万7,032股$28.1万1.0万股-3,383股-32.48%减仓
SSPDR标普500 ETFSPY
0.01%0.01%$27.9万739股$28.2万790股-51股-6.46%减仓
BANK MONTREAL MEDIUM COMBMO
0.01%0.01%$24.3万1,963股$17.7万2,013股-50股-2.48%减仓
安桥ENB
0.01%0.01%$23.7万4,360股$17.2万4,648股-288股-6.20%减仓
GGRANITESHARES GOLD TRUSTBAR
0.01%$23.1万1.3万股$00股+1.3万股新买入
NNOUVEAU MONDE GRAPHITENMG
<0.01%<0.01%$4.2万1.1万股$5.3万1.1万股00.00%持仓不变
NNORTHERN DYNASTY MINERALS LTNAK
<0.01%<0.01%$6,0001.7万股$8,0001.7万股00.00%持仓不变

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